| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | 38-2383171 | — | NONE | $48K | — |
| PARKER SMITH AND FEEK | 91-0660018 | — | NONE | $21K | — |
| UNITED ASSOC. OF JOURNEYMAN LOC 598 | 91-0496684 | — | NONE | $20K | — |
| TURNER, STOEVE & GAGLIARDI, P.S. | 93-0589000 | — | NONE | $12K | — |
| MILLIMAN USA | 91-0675641 | — | NONE | $8K | — |
| PLATFORM CPA'S LLP |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| 88-4342576 |
| — |
| NONE |
| $8K |
| — |
| NUWEST INSURANCE SERVICES | 33-0194819 | — | NONE | $8K | — |
